Personal Investor

U.S. and Mid-South Economy: July 2025 News Update

The U.S. economycontinuedtto moveg forward in July, showing steady—if uneven—growth. Recent data reveal some differences across the country and here at home in Memphis and the Mid-South.

Jul 25, 2025 · 3 min

Trump’s AI Action Plan: What It Is, What It Aims to Do, and Its Economic Impact

On July 23, 2025, President Trump introduced “Winning the Race: America’s AI Action Plan,” a sweeping policy proposal aimed at making the United States a global leader in artificial intelligence.

Jul 24, 2025 · 3 min

When Interest Rates Move: Your 401(k) and Investments in the Real World

Think about planning a road trip, only to have the weather change on you—sometimes it’s bright and easy, other times it’s stormy and unpredictable.

Jul 24, 2025 · 4 min

How Tariffs Are Affecting Your 401(k) in 2025

Jul 23, 2025 · 4 min

Securing Your Legacy: How DWAM Helps Families Invest for Your Family’s Future

You’ve worked hard to build a life marked by stability and opportunity.

Jul 22, 2025 · 4 min

Digital Wealth Management Transforms the Investment Landscape

Once the domain of high-net-worth individuals, digital wealth management entered the mainstream in 2025, fundamentally altering how investors and financial advisors operate.

Jul 18, 2025 · 3 min

Navigating Healthcare Costs in Retirement: Memphis, the Mid-South, and Nationwide Insights

Healthcare costs loom large in retirement plans—whether you're in Memphis, the greater Mid-South, or anywhere in the country.

Jul 17, 2025 · 5 min

How to Prepare for Back-to-School Expenses: From Memphis and the Mid-South to Across the Nation

Back-to-school season means freshly sharpened pencils, new shoes, and a world of possibility—but it can also mean a sharp rise in expenses.

Jul 17, 2025 · 5 min

Amazon Prime Day & Retail Events: Smart Shopping with a Memphis, TN, and Mid-South Connection

Amazon Prime Day and other major retail events offer exciting opportunities for shoppers nationwide, including those in Memphis, Tennessee, and the broader Mid-South region.

Jul 14, 2025 · 5 min

Inflation Watch: What Investors Need to Watch—Memphis, TN and the Mid-South

Inflation isn’t just a national headline—it’s a real, local issue for Memphis and the broader Mid-South.

Jul 10, 2025 · 3 min

The Power of Personalization in Financial Advice

In today’s fast-paced world, financial advice is abundant, but not all of it is created equal.

Jul 9, 2025 · 4 min

Wealth Management Trends for 2025: Memphis and the Mid-South Perspective

As we explore the national trends shaping wealth management in 2025, it’s crucial to understand how these trends manifest in our unique region of Memphis and the Mid-South.

Jul 8, 2025 · 4 min

Understanding the July Economic Calendar: What Memphis and Mid-South Investors Need to Know

As we move through July 2025, investors in Memphis and the Mid-South need to understand how the economic calendar can shape local opportunities and risks.

Jul 8, 2025 · 4 min

How Tariffs & Policy Changes Affect Your Portfolio

As we move through 2025, Americans everywhere—and especially right here in Memphis and the Mid-South—are feeling the ripple effects of new tariffs and shifting government policies.

Jul 7, 2025 · 4 min

Mid-Year Investment Review 2025: Are You on Track?

As we reach the midpoint of 2025, investors across the nation are reflecting on a year marked by volatility, shifting policy, and evolving opportunities.

Jul 7, 2025 · 4 min

Market Outlook: Key Trends to Watch in the Third Quarter of 2025—with a Focus on Memphis and the Mid-South

As the third quarter of 2025 begins, the national conversation about the economy is dominated by themes such as persistent inflation, shifting Federal Reserve policies, and the impact of tariffs.

Jul 1, 2025 · 5 min

Mid-Year Tax Planning: Strategies to Help Lower Your 2025 Tax Bill

With 2025 halfway over, now is the ideal time to review your finances and make proactive moves to reduce your tax bill before year-end.

Jul 1, 2025 · 4 min

Half-Year Market Review 2025: Where We Stand—And What It Means for Memphis and the Mid-South

We’re halfway through 2025, and what a ride it’s been in the markets. Let’s break down what’s happened so far, what’s driving it, and then zero in on what it all means for us here in Memphis and the broader Mid-South.

Jun 30, 2025 · 4 min

Estate Planning Mistakes to Avoid: A Friendly Guide

Estate planning might sound intimidating, but it’s one of the best gifts you can give your loved ones.

Jun 24, 2025 · 4 min

Geopolitical Flashpoints Shake Oil Markets

Iran's missile strike targeting the U.S. Al Udeid Air Base in Qatar on June 23, 2025, was intercepted without damage and initially rattled global energy traders.

Jun 23, 2025 · 2 min

Navigating Market Corrections: Staying the Course

Market corrections can be unsettling, but they’re a natural part of the investment journey.

Jun 23, 2025 · 4 min

The Pulse: Global Economic and Market News for Tuesday, June 17, 2025

On June 17, 2025, global markets turned volatile as renewed geopolitical tensions in the Middle East, notably between Israel and Iran, rattled investor sentiment. The day was marked by a sharp reversal in risk appetite, surging oil prices, and fresh concerns over the economic outlook as new data pointed to a softening U.S. economy. Central banks and policymakers remained in focus, with the Federal Reserve set to announce its rate decision tomorrow.

Jun 17, 2025 · 3 min

The Midday Market Roundup for Tuesday, June 17, 2025

Escalating Middle East hostilities between Israel and Iran are significantly impacting the markets.

Jun 17, 2025 · 3 min

The Pulse: Global Economic and Market News for Monday, June 16, 2025

Global markets rebounded on June 16, 2025, as investors responded to easing oil prices and signs that geopolitical tensions in the Middle East were stabilizing. Major central banks and global institutions released new forecasts while investors prepared for a pivotal week of economic data and policy meetings.

Jun 16, 2025 · 3 min